401k Plan data: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN plan

KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	KENNEDY CHILD STUDY CENTER RETIREMENT PLAN
Plan identification number	001

KENNEDY CHILD STUDY CENTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

KENNEDY CHILDREN'S CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name: KENNEDY CHILDREN'S CENTER INC.

Employer identification number (EIN): 135671639

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about KENNEDY CHILDREN'S CENTER INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1959-02-16

Company Identification Number: 117239

Legal Registered Office Address: 2212 THIRD AVENUE
New York
NEW YORK
United States of America (USA)
10035

More information about KENNEDY CHILDREN'S CENTER INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNEDY CHILD STUDY CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 JEANNE ALTER 2023-04-11 JEANNE ALTER 2023-04-11
001 2020-07-01 JEANNE ALTER 2022-04-12 JEANNE ALTER 2022-04-12
001 2019-07-01 JEANNE ALTER 2021-04-01 JEANNE ALTER 2021-04-01
001 2018-07-01 JEANNE ALTER 2020-06-29 JEANNE ALTER 2020-06-29
001 2017-07-01 JEANNE ALTER 2019-04-15 JEANNE ALTER 2019-04-15
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2013-04-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01	JEANNE ALTER	2023-04-11	JEANNE ALTER	2023-04-11
001	2020-07-01	JEANNE ALTER	2022-04-12	JEANNE ALTER	2022-04-12
001	2019-07-01	JEANNE ALTER	2021-04-01	JEANNE ALTER	2021-04-01
001	2018-07-01	JEANNE ALTER	2020-06-29	JEANNE ALTER	2020-06-29
001	2017-07-01	JEANNE ALTER	2019-04-15	JEANNE ALTER	2019-04-15
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2013-04-01

Plan Statistics for KENNEDY CHILD STUDY CENTER RETIREMENT PLAN

401k plan membership statisitcs for KENNEDY CHILD STUDY CENTER RETIREMENT PLAN

Measure Date Value
2021: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 397
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 249
Number of other retired or separated participants entitled to future benefits 2021-07-01 169
Total of all active and inactive participants 2021-07-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 2
Total participants 2021-07-01 420
Number of participants with account balances 2021-07-01 357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 3
2020: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 399
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 223
Number of other retired or separated participants entitled to future benefits 2020-07-01 173
Total of all active and inactive participants 2020-07-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 397
Number of participants with account balances 2020-07-01 335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 19
2019: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 374
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 274
Number of other retired or separated participants entitled to future benefits 2019-07-01 125
Total of all active and inactive participants 2019-07-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 400
Number of participants with account balances 2019-07-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 27
2018: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 256
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 327
Number of other retired or separated participants entitled to future benefits 2018-07-01 46
Total of all active and inactive participants 2018-07-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 374
Number of participants with account balances 2018-07-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 2
2017: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 254
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 220
Number of other retired or separated participants entitled to future benefits 2017-07-01 35
Total of all active and inactive participants 2017-07-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 256
Number of participants with account balances 2017-07-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 239
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 235
Number of other retired or separated participants entitled to future benefits 2016-07-01 18
Total of all active and inactive participants 2016-07-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 254
Number of participants with account balances 2016-07-01 189
2015: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 241
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 222
Number of other retired or separated participants entitled to future benefits 2015-07-01 17
Total of all active and inactive participants 2015-07-01 239
Total participants 2015-07-01 239
Number of participants with account balances 2015-07-01 174
2014: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 243
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 224
Number of other retired or separated participants entitled to future benefits 2014-07-01 17
Total of all active and inactive participants 2014-07-01 241
Total participants 2014-07-01 241
Number of participants with account balances 2014-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 9
2013: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 243
Total of all active and inactive participants 2013-07-01 243
Total participants 2013-07-01 243
Number of participants with account balances 2013-07-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4

Measure	Date	Value
2021: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	397
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	249
Number of other retired or separated participants entitled to future benefits	2021-07-01	169
Total of all active and inactive participants	2021-07-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	2
Total participants	2021-07-01	420
Number of participants with account balances	2021-07-01	357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	3
2020: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	399
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	223
Number of other retired or separated participants entitled to future benefits	2020-07-01	173
Total of all active and inactive participants	2020-07-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	397
Number of participants with account balances	2020-07-01	335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	19
2019: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	374
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	274
Number of other retired or separated participants entitled to future benefits	2019-07-01	125
Total of all active and inactive participants	2019-07-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	400
Number of participants with account balances	2019-07-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	27
2018: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	256
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	327
Number of other retired or separated participants entitled to future benefits	2018-07-01	46
Total of all active and inactive participants	2018-07-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	374
Number of participants with account balances	2018-07-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	2
2017: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	254
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	220
Number of other retired or separated participants entitled to future benefits	2017-07-01	35
Total of all active and inactive participants	2017-07-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	256
Number of participants with account balances	2017-07-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	239
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	235
Number of other retired or separated participants entitled to future benefits	2016-07-01	18
Total of all active and inactive participants	2016-07-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	254
Number of participants with account balances	2016-07-01	189
2015: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	241
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	222
Number of other retired or separated participants entitled to future benefits	2015-07-01	17
Total of all active and inactive participants	2015-07-01	239
Total participants	2015-07-01	239
Number of participants with account balances	2015-07-01	174
2014: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	243
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	224
Number of other retired or separated participants entitled to future benefits	2014-07-01	17
Total of all active and inactive participants	2014-07-01	241
Total participants	2014-07-01	241
Number of participants with account balances	2014-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	9
2013: KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	243
Total of all active and inactive participants	2013-07-01	243
Total participants	2013-07-01	243
Number of participants with account balances	2013-07-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4

Financial Data on KENNEDY CHILD STUDY CENTER RETIREMENT PLAN

Measure	Date	Value
2022 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$318,029
Total of all expenses incurred	2022-06-30	$198,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$188,260
Expenses. Certain deemed distributions of participant loans	2022-06-30	$5,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,003,208
Value of total assets at end of year	2022-06-30	$4,942,067
Value of total assets at beginning of year	2022-06-30	$4,822,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,155
Total interest from all sources	2022-06-30	$20,385
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$148,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$148,717
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$381,713
Participant contributions at end of year	2022-06-30	$64,717
Participant contributions at beginning of year	2022-06-30	$58,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$119,469
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,942,067
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$4,822,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,256,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$4,252,829
Interest on participant loans	2022-06-30	$3,129
Interest earned on other investments	2022-06-30	$17,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$620,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$511,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-854,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$621,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$188,260
Contract administrator fees	2022-06-30	$5,155
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	FORVIS LLP
Accountancy firm EIN	2022-06-30	440160260
2021 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$1,458,225
Total of all expenses incurred	2021-06-30	$62,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$58,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$561,485
Value of total assets at end of year	2021-06-30	$4,822,598
Value of total assets at beginning of year	2021-06-30	$3,427,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$4,478
Total interest from all sources	2021-06-30	$15,093
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$71,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$71,336
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$371,247
Participant contributions at end of year	2021-06-30	$58,363
Participant contributions at beginning of year	2021-06-30	$28,334
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$190,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,395,238
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$4,822,598
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,427,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,252,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,135,034
Interest on participant loans	2021-06-30	$2,285
Interest earned on other investments	2021-06-30	$12,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$511,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$263,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$810,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$58,509
Contract administrator fees	2021-06-30	$4,478
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BKD, LLP
Accountancy firm EIN	2021-06-30	440160260
2020 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$636,891
Total of all expenses incurred	2020-06-30	$153,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$150,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$496,897
Value of total assets at end of year	2020-06-30	$3,427,360
Value of total assets at beginning of year	2020-06-30	$2,944,209
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$3,141
Total interest from all sources	2020-06-30	$10,247
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$62,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$62,913
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$326,084
Participant contributions at end of year	2020-06-30	$28,334
Participant contributions at beginning of year	2020-06-30	$8,602
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$483,151
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,427,360
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,944,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,135,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,735,654
Interest on participant loans	2020-06-30	$1,906
Interest earned on other investments	2020-06-30	$8,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$263,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$199,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$66,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$169,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$150,599
Contract administrator fees	2020-06-30	$3,141
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BKD, LLP
Accountancy firm EIN	2020-06-30	440160260
2019 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,336,302
Total of all expenses incurred	2019-06-30	$126,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$124,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,190,666
Value of total assets at end of year	2019-06-30	$2,944,209
Value of total assets at beginning of year	2019-06-30	$1,734,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,085
Total interest from all sources	2019-06-30	$5,435
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$41,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$41,024
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$317,641
Participant contributions at end of year	2019-06-30	$8,602
Participant contributions at beginning of year	2019-06-30	$8,140
Other income not declared elsewhere	2019-06-30	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,209,478
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,944,209
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,734,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,735,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,625,461
Interest on participant loans	2019-06-30	$347
Interest earned on other investments	2019-06-30	$5,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$199,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$101,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$99,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$873,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$124,739
Contract administrator fees	2019-06-30	$2,085
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BKD, LLP
Accountancy firm EIN	2019-06-30	440160260
2018 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$421,316
Total of all expenses incurred	2018-06-30	$19,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$16,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$318,602
Value of total assets at end of year	2018-06-30	$1,734,731
Value of total assets at beginning of year	2018-06-30	$1,333,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,996
Total interest from all sources	2018-06-30	$423
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$27,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$27,189
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$295,387
Participant contributions at end of year	2018-06-30	$8,140
Participant contributions at beginning of year	2018-06-30	$10,520
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$23,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$401,472
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,734,731
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,333,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,625,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,255,644
Interest on participant loans	2018-06-30	$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$101,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$67,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$75,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$16,848
Contract administrator fees	2018-06-30	$2,996
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BKD, LLP
Accountancy firm EIN	2018-06-30	440160260
2017 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$389,433
Total of all expenses incurred	2017-06-30	$69,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$61,805
Expenses. Certain deemed distributions of participant loans	2017-06-30	$6,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$267,982
Value of total assets at end of year	2017-06-30	$1,333,259
Value of total assets at beginning of year	2017-06-30	$1,013,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,175
Total interest from all sources	2017-06-30	$2,260
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$23,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$23,190
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$267,982
Participant contributions at end of year	2017-06-30	$10,520
Participant contributions at beginning of year	2017-06-30	$1,527
Administrative expenses (other) incurred	2017-06-30	$1,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$320,241
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,333,259
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,013,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,255,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$984,025
Interest on participant loans	2017-06-30	$473
Interest earned on other investments	2017-06-30	$1,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$67,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$27,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$96,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$61,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	LOEB & TROPER, LLP
Accountancy firm EIN	2017-06-30	131517563
2016 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$241,621
Total of all expenses incurred	2016-06-30	$16,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$16,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$230,081
Value of total assets at end of year	2016-06-30	$1,013,018
Value of total assets at beginning of year	2016-06-30	$788,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$885
Total interest from all sources	2016-06-30	$562
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$17,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$17,163
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$230,081
Participant contributions at end of year	2016-06-30	$1,527
Participant contributions at beginning of year	2016-06-30	$1,684
Participant contributions at beginning of year	2016-06-30	$5,922
Administrative expenses (other) incurred	2016-06-30	$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$224,722
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,013,018
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$788,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$984,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$772,895
Interest on participant loans	2016-06-30	$107
Interest earned on other investments	2016-06-30	$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$27,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$7,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-6,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$16,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	LOEB & TROPER, LLP
Accountancy firm EIN	2016-06-30	131517563
2015 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$261,997
Total of all expenses incurred	2015-06-30	$45,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$44,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$250,614
Value of total assets at end of year	2015-06-30	$788,296
Value of total assets at beginning of year	2015-06-30	$571,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$612
Total interest from all sources	2015-06-30	$261
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$11,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$11,470
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$216,644
Participant contributions at end of year	2015-06-30	$1,684
Participant contributions at end of year	2015-06-30	$5,922
Participant contributions at beginning of year	2015-06-30	$14,551
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$33,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$216,739
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$788,296
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$571,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$612
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$772,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$414,925
Interest on participant loans	2015-06-30	$76
Interest earned on other investments	2015-06-30	$185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$7,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$3,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$138,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$44,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MARKS PANETH LLP
Accountancy firm EIN	2015-06-30	113518842
2014 : KENNEDY CHILD STUDY CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$516,625
Total of all expenses incurred	2014-06-30	$25,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$25,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$482,450
Value of total assets at end of year	2014-06-30	$571,557
Value of total assets at beginning of year	2014-06-30	$80,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$303
Total interest from all sources	2014-06-30	$75
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$6,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$6,553
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$343,769
Participant contributions at end of year	2014-06-30	$14,551
Participant contributions at beginning of year	2014-06-30	$19,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$491,189
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$571,557
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$80,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$414,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$60,726
Interest earned on other investments	2014-06-30	$75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$3,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$27,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$138,681
Employer contributions (assets) at end of year	2014-06-30	$138,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$25,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MARKS PANETH LLP
Accountancy firm EIN	2014-06-30	113518849